+198.8%
EDRY vs VT
+13.3%
+185.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +0.9% |
| 7D | +3.2% | -0.7% | +3.9% | +3.7% |
| 30D | -22.2% | -1.7% | -20.5% | -21.2% |
| 3M | +2.9% | -2.3% | +5.2% | +4.3% |
| 6M | +78.1% | +1.5% | +76.6% | +74.9% |
| YTD | +207.9% | +12.0% | +195.9% | +186.3% |
| 1Y | +198.8% | +12.9% | +185.9% | +176.4% |
| All | +198.8% | +13.3% | +185.5% | +176.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling